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Experiences for
Financial Services

Trust is the financial industry’s most important currency. Be the financial institution that customers rely upon with video-powered experiences (VX) to transform CX engagement and forge meaningful connections.

0% increase in digital tool adoption
0 point increase in Net Promoter Score
0% increase in account applications

Authentic Results

SundaySky allows us to give a new level of transparency to our customers and really convey that message of all the values that the rewards program is bringing them.

John Sellers Preferred Rewards Executive at Bank of America

Welcome & Onboard Account Holders

Create strong relationships with customers from the very beginning. Welcome and onboard new account holders with VX at moments of opportunity that will encourage the use of digital products and services. Explain, provide resources, and offer valuable tools that increase financial product enrollments and help new account holders feel they’re a valued member of your community while migrating customers to more efficient digital-first relationships.

VX Breakthrough Outcomes:

  • Increase digital tool adoption
  • Drive card utilization
  • Lift online account enrollment

Educate & Engage Account Holders

Helping customers reach their goals is your goal. Clarify financial complexities with VX that educates, guides, and illuminates at every moment of confusion and decision-making. Through your account holders’ journeys, help set and meet goals that inspire loyalty and long-term relationships.

VX Breakthrough Outcomes:

  • Lift digital self-service tool adoption
  • Increase investment contributions
  • Raise Net Promoter Score (NPS) and customer satisfaction (CSAT)

Elevate Customer Care

Account holder care never ceases. From renewing accounts to concerns about possible fraud, VX offers support when customers need it most. By providing tailored information, education, and the most suitable course of action at every moment of question and concern, customers feel their needs are being met and become comfortable using digital services, thereby promoting loyalty and reducing customer service calls.

VX Breakthrough Outcomes:

  • Reduce call center and customer care costs
  • Increase awareness of services and NPS
  • Lift mobile app and feature usage

Build Long-Lasting Relationships

Loyal customers are gold. VX provides the individual information that begets commitment and customer satisfaction. Create valuable and faithful customers who will sing your praises and bring long-term value by demystifying rewards value at a moment of obscurity and offering individualized benefits and deals.

VX Breakthrough Outcomes:

  • Increase benefits awareness and CSAT
  • Raise NPS and J.D. Power ratings impact
  • Reduce card attrition and increase card member spend

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